Task templates (configured in Task Setup > Task Templates) are used to create new tasks more quickly by predefining some of the task’s settings. With the appropriate role and location access, a user can also view and modify existing task templates that meet the following conditions:
- The task templates were created by other users with access to the same location.
- The task templates were assigned to a location that the user has access to.
- Note: Task templates are assigned to specific locations in the Assigned Locations tab of Task Setup > Task Templates.
All of the settings available in the Task Templates subfeature are described below, organized by tab, with common configurations and examples:
For more information on configuring task templates, see Create Task Templates.